Anic Equity¶
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Total return since start: 0.622 %¶
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Equity now: -----------------------------> 49554.83 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45493.62 Kr¶
PnL: ---------------------------------------> 437.62 Kr¶
DD now: ---------------------------------> -6.712 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-04 13:22:45.075196'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | 0.730000 | 1672.920000 | 203.920000 | 13.880000 | 1468.999998 |
| Sedana Medical | 93 | 5.430000 | 2708.160000 | 187.160000 | 7.420000 | 2521.000011 |
| Orrön Energy | 180 | 5.300000 | 2165.400000 | 122.400000 | 5.990000 | 2043.000000 |
| Platzer Fastigheter Holding B | 12 | 5.320000 | 1021.200000 | 60.200000 | 6.260000 | 960.999996 |
| Atrium Ljungberg B | 5 | 4.040000 | 991.000000 | 56.000000 | 5.990000 | 935.000000 |
| JM | 6 | 3.550000 | 909.000000 | 45.000000 | 5.210000 | 864.000000 |
| Catena | 2 | 3.880000 | 834.400000 | 42.400000 | 5.350000 | 792.000000 |
| Sagax A | 4 | 4.190000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Sagax B | 4 | 3.370000 | 896.000000 | 42.000000 | 4.920000 | 854.000000 |
| Hoist Finance | 35 | 1.220000 | 1016.750000 | 36.750000 | 3.750000 | 980.000000 |
| Hexatronic Group | 12 | 3.020000 | 997.440000 | 30.440000 | 3.150000 | 966.999996 |
| BioGaia B | 8 | 1.630000 | 949.600000 | 19.600000 | 2.110000 | 930.000000 |
| Gränges | 9 | 2.040000 | 946.800000 | 18.800000 | 2.030000 | 927.999999 |
| Bilia A | 8 | 2.040000 | 918.400000 | 18.400000 | 2.040000 | 900.000000 |
| HEXPOL B | 9 | -0.180000 | 1026.000000 | 5.000000 | 0.490000 | 1020.999996 |
| Biotage | 7 | 0.220000 | 945.000000 | 4.000000 | 0.430000 | 940.999997 |
| Clas Ohlson B | 12 | 0.180000 | 976.200000 | 3.200000 | 0.330000 | 972.999996 |
| OX2 | 13 | 1.240000 | 952.250000 | 2.250000 | 0.240000 | 949.999999 |
| AcadeMedia | 8 | 0.400000 | 402.400000 | 0.400000 | 0.100000 | 402.000000 |
| EQT | 4 | 0.430000 | 831.600000 | -0.400000 | -0.050000 | 832.000000 |
| Byggmax Group | 33 | 0.140000 | 954.360000 | -1.640000 | -0.170000 | 956.000001 |
| ASSA ABLOY B | 3 | -0.660000 | 770.700000 | -8.300000 | -1.070000 | 779.000001 |
| Alimak Group | 11 | -0.120000 | 916.300000 | -11.700000 | -1.260000 | 927.999996 |
| Creaspac SPAC | 39 | 0.210000 | 3705.000000 | -13.000000 | -0.350000 | 3717.999987 |
| Nordic Waterproofing Holding | 7 | 0.450000 | 947.800000 | -19.200000 | -1.990000 | 966.999999 |
| VEF | 909 | 0.400000 | 1825.270000 | -24.730000 | -1.340000 | 1850.000436 |
| SKF B | 5 | -2.040000 | 913.000000 | -27.000000 | -2.870000 | 940.000000 |
| Addnode Group B | 11 | -1.890000 | 884.400000 | -36.600000 | -3.970000 | 921.000003 |
| Indutrade | 5 | 1.720000 | 1181.000000 | -37.000000 | -3.040000 | 1218.000000 |
| Latour B | 4 | 0.200000 | 819.600000 | -37.400000 | -4.360000 | 857.000000 |
| Vitec Software Group B | 2 | 0.290000 | 1045.000000 | -42.000000 | -3.860000 | 1087.000000 |
| Hexagon B | 26 | 0.610000 | 3411.200000 | -49.800000 | -1.440000 | 3461.000010 |
| INVISIO | 16 | 0.890000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.910000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| BHG Group | 97 | 2.430000 | 1388.070000 | -70.930000 | -4.860000 | 1458.999989 |
| TOTAL | 45493.620000 | 437.620000 | -6.71215% | 45056.000411 |
Updated:¶
'2023-07-04 13:23:01.556256'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
